Dominguez Wealth Management Solutions, Inc. SPLV INVESCO EXCH TRADED FD TR II

Ownership history in Dominguez Wealth Management Solutions, Inc.  ·  14 quarters on record

AI Ownership Summary

Dominguez Wealth Management Solutions, Inc. reported INVESCO EXCH TRADED FD TR II (SPLV) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 7.5% in 2026 Q1. The latest visible filing shows SPLV at 7.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dominguez Wealth Management Solutions, Inc.'s position in INVESCO EXCH TRADED FD TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPLV was reported at 7.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.5% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Dominguez Wealth Management Solutions, Inc. held SPLV — position size vs. price
% of Fund (quarterly)    SPLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 169,255 +14,512 +9.4% 7.50% $12.4M 2026-04-27 $73.46
2025 Q4 ADDED 154,743 +8,830 +6.1% 6.76% $11.1M 2026-01-15 $72.38
2025 Q3 ADDED 145,913 +10,080 +7.4% 6.79% $10.7M 2025-10-03 $71.94
2025 Q2 ADDED 135,833 +7,866 +6.1% 6.86% $9.9M 2025-07-07 $71.45
2025 Q1 ADDED 127,967 +5,628 +4.6% 7.01% $9.6M 2025-05-12 $71.03
2024 Q4 ADDED 122,339 +1,453 +1.2% 6.25% $8.6M 2025-01-15 $67.73
2024 Q3 REDUCED 120,886 -3,060 -2.5% 6.28% $8.7M 2024-10-03 $68.86
2024 Q2 ADDED 123,946 +8,040 +6.9% 6.06% $8.1M 2024-07-10 $62.87
2024 Q1 ADDED 115,906 +3,256 +2.9% 6.01% $7.6M 2024-04-18 $60.37
2023 Q4 REDUCED 112,650 -2,151 -1.9% 5.85% $7.1M 2024-01-09 $60.16
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Dominguez Wealth Management Solutions, Inc. and SPLV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dominguez Wealth Management Solutions, Inc. reported owning SPLV?

Dominguez Wealth Management Solutions, Inc. reported SPLV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPLV position in Dominguez Wealth Management Solutions, Inc.'s portfolio?

The largest reported portfolio weight for SPLV was 7.50% in 2026 Q1.

What is the latest reported SPLV position on this page?

The most recent filing on this page is 2026 Q1, when Dominguez Wealth Management Solutions, Inc. reported 169,255 shares, equal to 7.50% of portfolio, with an estimated market value of $12.4M.

What does the chart on this SPLV ownership page compare?

The chart compares Dominguez Wealth Management Solutions, Inc.'s quarterly SPLV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Dominguez Wealth Management Solutions, Inc. time their SPLV position?

Based on 13F filing dates vs. subsequent SPLV price moves, Dominguez Wealth Management Solutions, Inc. correctly timed 10 out of 13 reported position changes (77%). The annualised alpha on SPLV relative to SPY over the holding period was -11.1%.

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